Anchor Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
28,098
+4,556
| +19% | +$1.42M | 0.77% | 30 |
|
|
2025
Q1 | $12.3M | Buy |
23,542
+570
| +2% | +$299K | 1.15% | 17 |
|
|
2024
Q4 | $11.6M | Sell |
22,972
-338
| -1% | -$171K | 1.08% | 18 |
|
|
2024
Q3 | $13.6M | Buy |
23,310
+1,128
| +5% | +$660K | 1.29% | 16 |
|
|
2024
Q2 | $11.3M | Buy |
22,182
+1,920
| +9% | +$978K | 1.16% | 19 |
|
|
2024
Q1 | $10M | Buy |
20,262
+627
| +3% | +$310K | 1.05% | 21 |
|
|
2023
Q4 | $10.3M | Buy |
19,635
+2,929
| +18% | +$1.54M | 1.18% | 17 |
|
|
2023
Q3 | $8.42M | Buy |
16,706
+916
| +6% | +$462K | 1.1% | 16 |
|
|
2023
Q2 | $7.59M | Buy |
15,790
+734
| +5% | +$353K | 0.97% | 22 |
|
|
2023
Q1 | $7.12M | Buy |
15,056
+406
| +3% | +$192K | 0.97% | 23 |
|
|
2022
Q4 | $7.77M | Sell |
14,650
-1,607
| -10% | -$852K | 1.11% | 19 |
|
|
2022
Q3 | $8.21M | Buy |
16,257
+73
| +0.5% | +$36.9K | 1.27% | 16 |
|
|
2022
Q2 | $8.31M | Sell |
16,184
-523
| -3% | -$269K | 1.21% | 17 |
|
|
2022
Q1 | $8.52M | Buy |
16,707
+475
| +3% | +$242K | 1.08% | 16 |
|
|
2021
Q4 | $8.15M | Buy |
16,232
+78
| +0.5% | +$39.2K | 1.01% | 18 |
|
|
2021
Q3 | $6.31M | Buy |
16,154
+131
| +0.8% | +$51.2K | 0.88% | 26 |
|
|
2021
Q2 | $6.42M | Buy |
16,023
+1,031
| +7% | +$413K | 0.89% | 24 |
|
|
2021
Q1 | $5.58M | Buy |
14,992
+2,122
| +16% | +$790K | 0.85% | 27 |
|
|
2020
Q4 | $4.51M | Buy |
12,870
+566
| +5% | +$198K | 0.81% | 29 |
|
|
2020
Q3 | $3.84M | Buy |
12,304
+864
| +8% | +$269K | 0.78% | 33 |
|
|
2020
Q2 | $3.37M | Sell |
11,440
-368
| -3% | -$109K | 0.75% | 31 |
|
|
2020
Q1 | $2.94M | Buy |
11,808
+298
| +3% | +$74.3K | 0.76% | 36 |
|
|
2019
Q4 | $3.38M | Buy |
11,510
+102
| +0.9% | +$30K | 0.72% | 35 |
|
|
2019
Q3 | $2.48M | Buy |
11,408
+113
| +1% | +$24.6K | 0.57% | 50 |
|
|
2019
Q2 | $2.76M | Buy |
11,295
+438
| +4% | +$107K | 0.66% | 39 |
|
|
2019
Q1 | $2.68M | Buy |
10,857
+715
| +7% | +$177K | 0.67% | 37 |
|
|
2018
Q4 | $2.53M | Buy |
10,142
+141
| +1% | +$35.1K | 0.72% | 33 |
|
|
2018
Q3 | $2.66M | Sell |
10,001
-13
| -0.1% | -$3.46K | 0.61% | 39 |
|
|
2018
Q2 | $2.46M | Sell |
10,014
-8
| -0.1% | -$1.96K | 0.61% | 39 |
|
|
2018
Q1 | $2.14M | Sell |
10,022
-105
| -1% | -$22.5K | 0.56% | 44 |
|
|
2017
Q4 | $2.23M | Buy |
10,127
+619
| +7% | +$136K | 0.59% | 46 |
|
|
2017
Q3 | $1.86M | Buy |
9,508
+103
| +1% | +$20.2K | 0.55% | 56 |
|
|
2017
Q2 | $1.74M | Buy |
9,405
+110
| +1% | +$20.4K | 0.58% | 50 |
|
|
2017
Q1 | $1.52M | Sell |
9,295
-490
| -5% | -$80.4K | 0.52% | 57 |
|
|
2016
Q4 | $1.57M | Sell |
9,785
-85
| -0.9% | -$13.6K | 0.59% | 47 |
|
|
2016
Q3 | $1.38M | Sell |
9,870
-145
| -1% | -$20.3K | 0.54% | 53 |
|
|
2016
Q2 | $1.41M | Sell |
10,015
-95
| -0.9% | -$13.4K | 0.56% | 52 |
|
|
2016
Q1 | $1.3M | Buy |
+10,110
| New | +$1.3M | 0.53% | 55 |
|